See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,785 | $209,336-13.2% | $197,124-7.8% | $137,256+32.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.47% | 48.09%-29.6pp | 44.34%-25.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $24,835 | $6,591+276.8% | $6,227+298.8% | $4,156+497.6% |
| Participant deferral / active EE | $19,033 | $9,614+98.0% | $9,135+108.4% | $6,407+197.1% |
| Admin fee / account holder | $717 | $17,308-95.9% | $16,298-95.6% | $12,270-94.2% |